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Automate Sending Welcome Email to New Smartsheet Users in our Company?
Does anyone know of a way to automate sending a welcome email to new Smartsheet users in our company. Our company has access to the app but their account isn't "created" until they login the first time (Okta/Active DIrectory Authentication) My idea would be to use the Bridge to: Make API call using GET /users Add Row to…
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Data shuttle - how to update with recurring reference column
I have a 1000 or so lines in my sheet. I need to update a set of contacts so I've set up a data upload but it only changes the data for the first instance of my reference column. Example Family Members Flintstones Fred, Wilma, Pebbles, Barney, Betty, Bam Bam (my favourite) Muppets Kermit, Ralf, Animal, Beaker, Swedish…
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Is there a way to customize Calendar?
I would like to add some visual elements to my Calendar however any pictures added only appear as small thumbnails. Is there anyway to make those bigger so we can give it more of a branded feel?
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Integrating Excel with Smartsheet
I am trying to integrate information from an Smartsheet to an Excel spreadsheet and/or vs. versa. In the Excel sheet I highlighted the areas I would like link with SS(corresponding SS column) I know how to set up data shuffle, but I cannot configure the Excel in the way it needs to perform this function. Both files have…
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Control Center unable to provision WorkApp
My version of Control Center has the Portfolio WorkApp feature enabled. Last week it created each respective project's WorkApp URL successfully, however it is not longer doing so and I'm receiving the following error. I have confirmed everything is published and the roles are aligned between the Portfolio WorkApp and…
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Smartsheet to SharePoint
Hello, I've set up Smartsheet for my techs to complete and submit service reports. When they submit, a PDF is generated and attached to the row. Is there a way to automate uploading/download that PDF to each tech's folder in SharePoint? I was planning to use Power Automate, but I can't find an option to download the PDF…
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Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
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Move files from Salesforce to Smartsheet using apex
Hi, I am trying to moving files/attachments from Salesforce to smartsheet and facing errors when I see the debug logs. Here is my process: Row in smartsheet is created using a Smartsheet connector. Then after a delay of 3 minutes, I try to move the attachment from Salesforce to Smartsheet. I have seen from debug logs that…
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SFDC Connector
We are looking to implement the SFDC connector, and I was wondering if you are able to enter information into SFDC, have it linked to Smartsheet, and every time you make a change it feeds back into SFDC.
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Data Shuttle - don't delete certain rows
Hello - I have a sheet that tracks current projects for all employees, we also track their time off requests here and turn it into a Gantt chart and use it as a workload tracker. I'd like to create a Data shuttle so I can drop updates to the projects into the sheet (new projects, remove completed projects, updates, etc).…
